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RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

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RightCapital in Action 

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Documents

State and Local Tax

Annuities

Stress Test Action Items 

Debt

Profile Overiew

PreciseFP

Marketing & Prospecting Home

FAQ: Stress Test 

Risk

RightFlows Templates and Groups

Non-Married Filing Single

Married Filing Separately

Student Loans Overview 

Dashboard Tab - RightIntel

Strategy Tab - Debt Module

Personal Info Tab - Clients

Model Portfolios

Expenses

Family Profile

Overview 

Goals

Investment Module

Summary Tab - Risk Module

Summary Tab - Risk Analysis 

Add a New Client

Client Experience Overview 

Pre-retirement Living Expenses

Modeling Pension Options in a Financial Plan

Clients

Open a Client's Vault

Life Insurance Analysis

Client Presets

Client Groups

Allow Clients to Add/Edit Tasks

Update Client Notification Presets

Customizing the Snapshot

Net Worth

Snapshot

Set a Liquidity Target

Add an Investment Account

Update Default Methodology Settings

Dashboard

Savings

Add a Client Group

Creating Multiple Proposed Plans

Action Items

Salary Income

Update Global Return Assumptions

Report Templates 

Current Tab - Balance Sheet

Portfolios

Annuity Models

Share Vault Documents with Multiple Clients

Add a Proposed Plan

Bank Accounts

Add a Loan

Dashboard 

Glide Paths

Inflation Assumptions

Client Permissions

Generate a Report

Advisor Portal 

Insurance Policies

Medical Expense

Propose a Debt Payment Strategy

Marketing & Prospecting Flyers

Training Videos

Add a Salary

Tax Estimate and Simplified Form 1040

Shared Folder - Vault

Add a Task

Asset Return Assumptions

Asset Return

Use Account Aggregation

Customize the Snapshot

SECURE Act 2.0

Help Center Home 

Use the Liquidity Analysis

Investment Accounts

Model a Primary Home Relocation

Access the Balance Sheet

Comparison Tab - Social Security Module

How-To Videos 

Retirement Spending Strategies

Tax and Fees

Propose an Annuity Purchase

Use Report Templates

Support

Click the play button below for a step-by-step tutorial on adjusting the

 Cost of Purchasing a Real Estate Property,

Adjust the Cost of Purchasing & Selling Property